by John Luke Tyner | May 11, 2023 | Blog, Bonds
Inline CPI print with Shelter continuing to pull the index higher although some signs of slowing. Used Cars prices came in hotter than expected which have been lagging the Manheim index for most of the year. Food prices were down for the second month in a row which...
by John Luke Tyner | Apr 27, 2023 | Blog, Bonds
Curves are Inverted, Term Premiums LOW The market continues to price in a return to the 2010 norms of subdued inflation pressure, with term premia below zero across the curve. Source: TS Lombard. As of 04.12.2023 While slower nominal growth could put a...
